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iShares Core S&P Mid-Cap ETF

1,788 hedge funds and large institutions have $40.5B invested in iShares Core S&P Mid-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 772 increasing their positions, 660 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,788
Holders Change
-45
Holders Change %
-2.45%
% of All Funds
30.23%
Holding in Top 10
308
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-2.22%
% of All Funds
5.21%
New
92
Increased
772
Reduced
660
Closed
113
Calls
$14.7M
Puts
$7.33M
Net Calls
+$7.37M
Net Calls Change
-$26.5M
Name Holding Trade Value Shares
Change
Shares
Change %
B
526
Brightworth
Georgia
$5.04M +$2.23M +49,250 +79%
PB
527
Pinnacle Bancorp
Nebraska
$5.03M -$340K -7,520 -6%
BCM
528
Boltwood Capital Management
California
$5.01M +$255K +5,635 +5%
WFAG
529
Wescott Financial Advisory Group
Pennsylvania
$4.98M -$322K -7,115 -6%
SCM
530
SOL Capital Management
Maryland
$4.98M +$123K +2,725 +3%
FFWA
531
FRG Family Wealth Advisors
Washington
$4.95M
SSWM
532
Sheets Smith Wealth Management
North Carolina
$4.95M +$226 +5 +0%
CTA
533
Colonial Trust Advisors
South Carolina
$4.94M -$48.2K -1,065 -1%
CSA
534
Cottage Street Advisors
Massachusetts
$4.94M -$56.3K -1,245 -1%
CCB
535
Country Club Bank
Missouri
$4.93M +$4.93M +107,905 New
KWM
536
Kingsview Wealth Management
Oregon
$4.92M -$1.01M -22,265 -17%
GFS
537
GYL Financial Synergies
Connecticut
$4.92M +$588K +12,995 +14%
MA
538
Montag & Associates
Georgia
$4.91M -$101K -2,230 -2%
TDWM
539
Topel & Distasi Wealth Management
California
$4.91M +$77.6K +1,715 +2%
MCA
540
MSH Capital Advisors
Arizona
$4.88M +$245K +5,425 +5%
TCM
541
Telos Capital Management
California
$4.87M +$52.9K +1,170 +1%
ONB
542
Old National Bancorp
Indiana
$4.85M +$1.74M +38,375 +56%
BSW
543
Buckingham Strategic Wealth
Missouri
$4.84M +$1.25M +27,595 +35%
CWM
544
Congress Wealth Management
Massachusetts
$4.83M -$208K -4,600 -4%
AWM
545
Apollon Wealth Management
South Carolina
$4.83M +$379K +8,365 +9%
UWM
546
USAdvisors Wealth Management
Minnesota
$4.82M +$4.82M +106,525 New
CWM
547
Cornerstone Wealth Management
Missouri
$4.82M -$117K -2,585 -2%
DWT
548
Dorsey & Whitney Trust
South Dakota
$4.8M +$500K +11,040 +12%
SXL
549
Summit X LLC
Missouri
$4.77M +$81.9K +1,815 +2%
FNBOO
550
First National Bank of Omaha
Nebraska
$4.76M -$228K -5,030 -5%